In this episode, hosts Mark Lee and Philippa Haynes welcomed the innovative and inspiring Ceri Jackson de Azevedo, founder of Rebus Bookkeeping and Accountancy, to share her journey from running a successful restaurant in Brazil to establishing her dynamic bookkeeping practice in the UK.

Key Highlights:

• Adaptability and Growth: Ceri emphasizes the importance of staying open to learning and adapting in a rapidly changing accounting landscape. Her journey underscores how crucial it is to be versatile, especially during unexpected global events like COVID-19.
• Building the Right Team: Ceri's approach to hiring is based on fostering a supportive work environment that respects personal circumstances, a testament to her commitment to people-centric values.
• Embracing Neurodiversity: Breaking traditional boundaries, Ceri shares how becoming an ADHD Certified Practitioner is transforming her approach to client relationships and business operations, making Rebus a trailblazer in understanding and integrating neurodiversity.
• Trusting Your Instincts: Learn from Ceri's candid reflections on past client misfits and how trusting your gut can steer your business in the right direction.
• Rebranding with Purpose: Her collaboration with Philippa Haynes led to a reimagined brand that truly resonates with their mission and clientele, demonstrating the power of clear and authentic branding.

This episode offers invaluable insights into leveraging personal experiences to drive professional success, embracing change, and the impact of a thoughtful approach to client and team dynamics.

The Accountants' Success Secrets is sponsored by Pinnacle Global Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland.

To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com

In this milestone 50th episode of the Accountants' Success Secrets podcast, we sit down with Domini Atkin, founder of Limeflower Bookkeeping. Domini launched her practice in 2005 and has built it on a solid foundation of personal referrals and dedication to her clients' growth.

As you listen to this episode, you'll... 🔹 Discover how Domini strategically rebranded her practice, enhancing client engagement through the new slogan, "Find Your Power."

🔹 Be inspired by her journey from traditional letter-based client outreach to modern brand-building techniques, underscoring the importance of evolving with industry trends.

🔹 Gain insights on managing work-life balance and the pivotal role of setting boundaries in her professional and personal life.

🔹 Learn about the challenges and rewards of embracing new software technologies like Xero and how they've transformed her practice over the years.

Whether you're a bookkeeper starting out or a seasoned accountant looking to refresh your practice's image, Domini's story is packed with insights and inspiration.

The Accountants' Success Secrets is sponsored by Pinnacle Global Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland.

To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com

Welcome to the forty-ninth episode of the Accountant Success Secrets podcast!

 Join your hosts Philippa Haynes from Insight 101 and Mark Lee from BookMarkLee as they delve into inspiring stories from the accounting world. 

This week, we're thrilled to bring you an enlightening conversation with Neil Criddle, the founder of Neil's Data Consultancy (NDC) based in Weston Super Mare, North Somerset.

Neil's journey is nothing short of remarkable. Having been unexpectedly fired from his previous job in 2020, he seized the opportunity to start his own practice. Under his leadership, NDC has grown rapidly, boasting a client list of over 500, and has recently completed its third acquisition of a local accounting firm. Neil's mantra is to make finance fun, and he achieves this by combining conventional accounting services with innovative data consultancy, focusing on budgeting, forecasting, and financial modeling.

Listen in as Neil shares valuable insights gained from his unique career path, including the challenges faced while adapting to new software and dealing with HMRC, as well as the strategies behind his practice's impressive growth. Whether you are looking to start your own accounting practice or seeking inspiration to expand your current business, Neil's story offers valuable lessons in resilience, adaptability, and success in the accounting profession.

The Accountants' Success Secrets is sponsored by Pinnacle Global Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland.

To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com

Join Hosts Philippa Haynes and Mark Lee in this engaging reflections episode on Accountants' Success Secrets! 

In a departure from the usual guest format, Philippa and Mark take a moment to reflect on the incredible insights and remarkable stories shared by four stellar interviewees from recent episodes. Discover the essence of specialized expertise in the accounting industry through Dave Burr's passion for the hospitality sector and his invaluable advice on beyond-the-numbers services.

Get inspired by Emma Fox's journey from small practice owner to a business titan with over 50 staff, emphasizing the critical role of human touch in client and staff relationships. Philippa and Mark delve into the powerful transformation of Leander Daddow, who realized her true potential by doubling revenue through strategic fee adjustments and overcoming initial pricing missteps. Lastly, hear about Lara Manton's refreshing focus on using her niche to provide streamlined financial efficiency solutions, leveraging her personal story to enhance her brand identity.

Whether you're in the accounting field or curious about the dynamic elements that fuel accounting success, this episode is packed with relatable reflections and invaluable lessons. 

Don't miss out on this unique insights-packed journey—subscribe, review, and share the podcast to join the community of like-minded professionals eager to elevate their accounting prowess!

The Accountants' Success Secrets is sponsored by Pinnacle Global Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland.

To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com

This week's guest is Lara Manton of LJM Bookkeeping Ltd.

Lara's entrepreneurial spirit and strategic ingenuity have propelled her to the forefront of bookkeeping excellence. Since launching her own practice in 2011, Lara has adeptly navigated both personal and professional challenges, including her journey dealing with ME (Myalgic Encephalomyelitis), to build a thriving, technology-driven business.

With a seat on the advisory council of the ICB and an award-winning practice recognized as Xero’s Small Firm of the Year, Lara is truly a powerhouse in leveraging cutting-edge technology to maximize efficiency and client success.

In this episode, we delve into Lara's passion for bookkeeping, her strategy of using advanced software to streamline processes, and her knack for solving complex financial puzzles for service-based businesses. You’ll hear her candid insights on balancing her health with business demands, the art of saying no to remain true to her core strengths, and her innovative approach to integrating financial systems.

We also explore the importance of self-awareness in business, the lessons Lara learned about valuing her services, and her role in shaping the future of bookkeeping through her consulting work and contributions to industry panels.

Lara’s story is a testament to resilience, specialized expertise, and a commitment to delivering unparalleled value to her clients. Whether you're a budding bookkeeper, an established accountant, or simply fascinated by the stories of those behind successful practices, this episode is packed with inspiration and actionable insights.

Don't forget to subscribe, review, and share the podcast.

The Accountants' Success Secrets is sponsored by Pinnacle Global Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland.

To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com

In this episode of the Accountant Success Secrets Podcast, hosts Philippa Haynes and Mark Lee are joined by the remarkable Leanda Daddow, founder of Celtic Bookkeeping. Leanda shares her inspiring journey from the Royal Navy to building a thriving bookkeeping practice in Cornwall. Despite facing significant personal challenges and nearly shutting down her business during a difficult period, Leanda persisted and successfully transformed her firm. Today, Celtic Bookkeeping specializes in serving construction businesses and other growing enterprises, emphasizing client relationships and tailored services.

Leanda's story is one of resilience, innovation, and a commitment to living her dreams—both professionally and personally. She also discusses the strategic steps she took to revamp her business, from setting proper pricing and investing in the right software to building a reliable team. Now, as she plans to hit the road with her family in a custom-built truck-home, Leanda continues to run her business remotely with the support of her dedicated team.

Tune in for valuable insights into managing a bookkeeping practice, fostering strong client relationships, and balancing professional success with personal aspirations. Whether you're an accountant, bookkeeper, or simply seeking inspiration, this episode is brimming with practical advice and heartwarming stories.

The Accountants' Success Secrets is sponsored by Pinnacle Global Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland.

To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com

Welcome back to another inspiring episode of Accountants' Success Secrets, where hosts Mark Lee and Philippa Haynes delve into the journeys of successful accountants to motivate and guide professionals across the UK. In this episode, we are thrilled to have Emma Fox, the founder of Fresh Financials, a pioneering bookkeeping firm based in Lewes, East Sussex.

Emma's story is a testament to resilience and innovation. Starting her practice to gain flexibility while raising a family, she has grown Fresh Financials to a remarkable team of over 50 employees, thanks to the early adoption of cloud accounting solutions and strategic mergers and acquisitions. We'll explore how her firm reinvented bookkeeping, the importance of distinguishing between bookkeeping and accounting, and the transformative power of technology balanced with personal client relationships.

Emma shares invaluable insights on overcoming initial business challenges, efficient team structuring, and the benefits of proactive hiring. We also discuss Fresh Financials’ unique onboarding process, their core values of trust, expertise, agility, and balance, and how they successfully maintain high employee retention. Tune in as we uncover Emma's secret to creating streamlined, efficient bookkeeping partnerships that allow accountants to focus on strategic advisory roles.

Join us for an episode packed with practical advice, inspirational stories, and innovative strategies that can help you elevate your own accounting practices. Don't forget to connect with us and our esteemed guest on LinkedIn, and share your thoughts on social media. Let's dive in!

The Accountants' Success Secrets is sponsored by Pinnacle Global Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland.

To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com

Welcome back to another episode of "Accountants' Success Secrets!" In today's insightful episode, your hosts Mark Lee and Philippa Haynes dive deep into the world of hospitality accounting with special guest Dave Burr of Carol Accountants. Sponsored by Pinnacle Global Group and the Tax Advice Network, this episode offers a wealth of knowledge for accountants looking to specialize and thrive in industry-specific niches.

Dave shares his journey from accidentally starting his accounting practice to becoming an industry expert in the hospitality sector. With a focus on pubs, restaurants, and hotels, Dave highlights the importance of industry-specific experience, mentorship, and accurate pricing for long-term success. We'll also explore common pitfalls like subcontracting and underpricing services, and how to avoid them.

Whether you're seeking inspiration or practical advice, this episode is packed with valuable insights and personal stories designed to motivate and equip you for success. Don't forget to visit our sponsors and share, subscribe, and review our podcast on Apple Podcasts, Spotify, or YouTube. 

The Accountants' Success Secrets is sponsored by Pinnacle Global Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland.

To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com

Philippa and Mark return in our 48th episode of "Accountants' Success Secrets" to reflect on a year's worth of intriguing interviews and valuable stories from the accounting world. In this episode, we dive into the journeys and strategies of industry experts such as Claire Flinders, Haley Meager, Andrew Evans, Anne Wordsworth, and Sam Newton.

As you listen to this episode you'll... 

🔹 Discover Mark Lee's powerful analogy comparing social media to billboards and how visibility depends on audience interest.

🔹 Learn from Claire's experience of scaling back her practice for strategic growth, increasing profitability while reducing stress.

🔹 Be inspired by Haley Meager's pragmatic approach to client service and her emphasis on practical tax advice.

🔹 Gain insights into Andrew Evans' specialized accounting niche in the video gaming industry and the unique branding that aligns his passion with his profession.

🔹 Understand Gravitate Accountancy's innovative business model under Sam Newton's leadership, emphasizing client freedom, team well-being, and an abundance mindset.

🔹 Discuss branding strategies and the importance of aligning business efforts with core messages and personal interests.

Whether you're an accountant seeking to grow your practice or looking for inspiration from others' journeys, this episode offers a treasure trove of insights and practical advice.

Tune in as we wrap up the year 2024 and set the stage for an exciting slate of interviews in the coming year. Don't miss Neil Criddle's upcoming discussion on his recent acquisition and more in our next episode on January 9th!

Thank you for your continued support and happy holidays from Philippa and Mark!

#AccountantsSuccessSecrets #AccountingTips #ClientService #BrandStrategy #ScalableGrowth #Networking #VideoGamingIndustry #GravitateAccountancy #EndOfYearReview

The Accountants' Success Secrets is sponsored by Pinnacle Global Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland.

To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com

🎙️ Podcast Episode #42: The Accountants’ Success Secrets with Sam Newton

Sam Newton's story is a compelling mix of challenge, innovation, and strategic growth. From his early training days in a small firm to a transformative stint in Australia with KPMG, Sam's unique journey led him to Sheffield, where he laid the foundation for Gravitate Accounting. His firm is making waves by merging traditional accountancy with cutting-edge digital solutions and outsourced finance director (FD) services.

🧩 Key Highlights:

A Hybrid Approach: Gravitate Accounting combines traditional accountancy with outsourced FD work, ensuring comprehensive financial management for clients.

• Employee-Centric Culture: Discover how their annual benefits survey molds an environment where employee needs come first with relevant perks like a fitness truck for team workouts!
• Innovative Client Engagement: Sam discusses their stringent client selection process, ensuring they only ebusinesses that show growth potential and are willing to invest in regular reviews.
• Team Management Evolution: From initial challenges in team organization to the effective "squad" system, learn how Gravitate ensures smooth client interaction and prevents internal competition with a dynamic reward system.

🤝 Ready to Scale: Sam outlines Gravitate’s future ambitions, emphasizing an “abundance mindset” and their strategy for scaling operations, including share distribution to foster a sense of ownership among team members.

💡 Valuable Insights: Philippa Haynes of Insight 101 and Steve Price add depth to the conversation by sharing their perspectives on brand building and solo practice management. Don’t miss their expert advice on creating a strong, sustainable business.

🎧 Listen Now: Tune in to this inspiring episode on [Apple Podcasts, Spotify, or YouTube]. Make sure to subscribe, share, and leave a review to keep getting these success-packed stories right in your inbox!

🌐 Connect and Grow: Keep the conversation going! Connect with Philippa Haynes on LinkedIn or visit www.insight101.co.uk. Reach out to Mark Lee for dedicated support and join the Soul Practice Club to connect with like-minded solo practitioners.

The Accountants' Success Secrets is sponsored by Pinnacle Global Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland.

To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com